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Fieldrock

Starter packet

From signup to your first paid invoice.

6 short guides, about 22 minutes in all. Each one is a video with the steps written underneath, so you can watch it once and then follow along in the app.

Your first day checklist

  1. Fill in your company details and tax rate
  2. Add your technicians and office staff
  3. Put your most common jobs in the pricebook
  4. Book a real job
  5. Dispatch it from the board
  6. Get your technicians on the field app
  7. Send your first estimate and invoice

The guides

  1. 01

    Set up your company

    Company details, tax rate, and adding your team with the right roles.

    4 minFor: Owner

  2. 02

    Book a job

    Take a call, find or add the customer, and put the job on the schedule.

    3 minFor: Office

  3. 03

    Run the dispatch board

    See the whole day at once, move work between technicians, and track every truck.

    3 minFor: Office

  4. 04

    Quote it, invoice it, get paid

    Build an estimate from your pricebook, turn it into an invoice, and collect by card.

    5 minFor: Office

  5. 05

    Sell maintenance agreements

    Recurring revenue: sell a plan, schedule the visits it includes, and give members their discount.

    4 minFor: OwnerPro

  6. 06

    The field app for technicians

    Install it on a phone, work the day’s route, and update every job from the driveway.

    3 minFor: Technician

Stuck on something the guides don’t cover? Email support@usefieldrock.com.